Earned Introduces After-Tax Alpha, a New Framework for Measuring the Value of Integrated Wealth and Tax Management for Doctors
New research shows Earned clients saved or deferred an estimated 3.7% in taxes year-to-date — demonstrating how continuous, integrated tax management can materially improve long-term after-tax wealth
Earned After-Tax Alpha: Quantifying the value of integrated wealth and tax management for doctors
This whitepaper quantifies what we call Earned After-Tax Alpha: the measurable value created by Earned’s integrated, continuous, doctor-centered approach to tax management.
A Tax Advantaged Retirement Account for Your Kids Under 18
Due to the One Big Beautiful Bill (OBBB), which passed in 2025, eligible children under the age of 18 have the opportunity to get an early jump on retirement savings. Included in the OBBB legislation was a unique savings plan for children under age 18 that allows your child to receive contributions capped at $5,000 annually.
Health Insurance Tax Benefits for Practice Owners
For doctors who own their practice and purchase their own health insurance, the premiums they pay for personal or family health insurance will generally provide a large tax deduction, resulting in significant tax savings annually.
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Doctors with a Solo 401(k): A Filing Deadline You Cannot Afford to Miss
For doctors in private practice, the Solo 401(k) is one of the most powerful retirement savings tools available.
The Dentist's Complete Guide to Wealth Management
Why financial planning built for physicians does not go far enough for dentists — and what a practice-owner's wealth strategy actually requires.
DSO Exit Strategy for Dentists: How to Maximize What You Keep
Valuation is what you are offered. What you keep is determined by preparation, structure, and what happens after the close.
EBITDA for Dental Practices: The Two Metrics That Drive True Profit
Most dental practice owners know the acronym. Fewer know what it actually measures.
Tax Considerations When Your Child Graduates
Your child just finished college and landed their first full-time job. For them, it's a milestone. For your tax return, it's a transition worth planning around. Here's what parents need to know in the year their child graduates from undergrad.
Summer Jobs and Your Kids: A Tax Guide for Doctors
As a doctor, you've spent years building your income and you understand better than most how quickly taxes can erode it. When your children enter the workforce, even part-time, there are several moves worth making. And if you own your own practice, the opportunities are even more significant. Here's what to consider.
5 Reasons to Put Your Kids on Your Practice Payroll
If you own your own practice, putting your children on the payroll is one of the most efficient family tax strategies available, and one that's especially powerful at a doctor's tax bracket. Here are five reasons why, and how to do it right.
How to Find the Best Financial Advisor for Doctors: A Practical Guide
Knowing you need a physician-specialist advisor is the easy part. Finding one whose structure, expertise, and incentives are genuinely aligned with you requires a more deliberate process.
Real Estate Investing for Physicians: 4 Strategies That Fit a Doctor's Schedule
Real estate can be a powerful component of a physician's wealth plan. The key is finding strategies that generate returns without consuming the one resource physicians have less of than almost any other investor: time.
Asset Protection for Physicians: How to Shield Your Wealth From Liability
A physician's professional profile creates liability exposure that most high-income professionals never face. Asset protection is not pessimism, it is the recognition that wealth built without a coordinated protection strategy is more fragile than it appears.
College Planning for High-Income Physician Families: What 529 Plans Don't Tell You
529 plans are the default college savings vehicle. For physician families, the default often leaves significant planning value on the table.
When Should a Physician Start Working With a Financial Advisor?
The most common answer, "when I'm more established," is also the most expensive one.
How to Protect Your Financial Information as a Physician
Physicians are among the most targeted professionals for financial fraud and identity theft. Protecting your financial data is not a technical task, it is a planning discipline.
The First 5 Years of Attending Wealth Management: A Physician's Roadmap
The financial decisions you make in your first five attending years will have more impact on your long-term wealth than almost any that follow. Here is how to get them right.
